Nordic Sales Support Professional

2 days ago

Gentofte, Gentofte Kommune, Denmark TIAA Full time

About the Role

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The Nordic business is expanding, creating an opportunity for a skilled professional to support the distribution team within Nuveen's Global Client Group.

This role focuses on Denmark and Norway, contributing to the wider Nordic Distribution team across Stockholm.

As part of a collegiate environment, you will drive sales while delivering a purposeful client experience.

Key Responsibilities

  • Identify new business opportunities and stay informed about incumbent manager searches.
  • Understand current and new client relationships, their asset allocation preferences, and assist sales teams with upcoming trends and investment behaviors through market research via industry databases.
  • Support sales leads with meeting preparation for external clients and help prepare presentations.
  • Update information following client meetings, including documenting notes into CRM tools and action on follow-ups.
  • Coordinate key meetings/events with clients and prospects, attending relevant meetings/conferences.
  • Respond to client requests and manage client communications efforts, where necessary.
  • Coordinate the Request for Proposal process, working with investment affiliates to cover breadth of investment products and solutions.
  • Oversee the on-boarding and oversight of new clients through the relevant due diligence and AML processes.
  • Maintain client/internal information in CRM tools and across various databases and systems.
  • Develop strong internal relationships with portfolio managers, product specialists, and other teams globally to enhance delivery of our services to clients.
  • Assist with the preparation of business planning material to communicate our Nordic distribution strategy internally.
  • Support the team on minor office administration work.
  • Standard reporting and ad hoc support responsibilities across the business channels and management.
  • Work closely with the marketing team on new product launch initiatives, client events, and communications.

Qualifications, Skills, and Competencies

  • An asset management background is preferred.
  • Relevant academic and/or professional qualifications are advantageous.
  • Nordic language skills are essential, with a preference for Danish and/or Norwegian.
  • Excellent communication skills (written and verbal) with all levels of management, including executive management of the firm, as well as external clients.
  • Proficiency in MS Office product suite is required.
  • A professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision.
  • The ability to work independently and in a team-based environment, building strong relationships across the global team.
  • Taking initiative and developing creative solutions for solving problems.
  • The ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail.
  • Utilizing qualitative and quantitative tools to analyze, synthesize, and interpret information, and communicate it clearly and succinctly with internal and external clients.
  • Possessing a partnership mindset and engaging with teams across the firm.

This role does not require any regulatory designation.

Company Overview

Nuveen is the investment management arm of TIAA, one of the largest global asset managers offering specialist knowledge across a wide array of asset classes.

Nuveen is driven by independent investment processes and insights, risk management, analytics, and other tools and resources from its world-class platform.

Our mission is to work in partnership with clients to create outcome-focused solutions to secure their financial future.

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